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Investments

The Interest Rate Surge & The Effect on Portfolios – Our latest market update

26 June, 2023

What are your views on recent action by the Bank of England regarding interest rates? How are interest rates likely to affect portfolios? What are your longer-term views on interest…

US Earnings Season Moves Markets – Our latest market update

Brian Morman

3 May, 2023

What information or events are likely to move markets in the near term? We have significant US exposure within the funds. How are US companies progressing so far? Markets are…

Trouble in the banking sector? Our latest market update

Brian Morman

27 March, 2023

What are the underlying factors behind the recent volatility in the investment markets, particularly in the banking sector? When we evaluate the TM Brunsdon Adventurous Growth Fund and TM Brunsdon Cautious Growth…

Get Ahead of the Game: Essential Tax Planning Strategies for 2023

Claire Thomas

28 February, 2023

With the impact of double-digit inflation, a five-year freeze on most allowances and tax bands, as well as cuts to Capital Gains Tax and dividend allowances looming over the next…

VIDEO: July Investment Market Update

Brian Morman

15 July, 2022

In the week following the resignation announcement from Boris Johnson, Brian Morman and Mark Shields discuss what has been happening in the financial markets. Question 1: Will the recent political…

Investing sustainably with Brunsdon Financial

Roxy Seymour-Marsh

12 November, 2021

The recent reports of COP26, NetZero strategies and the climate crisis may have you wondering how sustainable your investments are, if you can invest ethically or even if such options…

Investment markets doing well; time to reconsider your financial situation?

Roxy Seymour-Marsh

23 September, 2021

We are pleased to say that investment markets are performing strongly at this moment in time. There has been a lot to take in recently in terms of the news…

Tax-efficient investing: what it is and why it’s important

Roxy Seymour-Marsh

21 September, 2021

You may or may not know that one of the most tax-efficient products to put your capital into, aside from an ISA, is that of a pension scheme.

Investing for good: are ESG funds right for you?

Roxy Seymour-Marsh

26 April, 2021

In recent years, investing in positive causes has become more mainstream; gone are the days of ethical investments being limited to a few do-gooder (we suppose you could say ‘altruistic’)…

What Is ESG And What Do I Need to Know?

Adam Bexson

26 January, 2021

Interest in the ethical aspects of investments has been growing over recent years. There’s certainly been a great deal of recent coverage on the subject in the financial press as…

Blog Posts

Investments

The Interest Rate Surge & The Effect on Portfolios – Our latest market update

US Earnings Season Moves Markets – Our latest market update

Trouble in the banking sector? Our latest market update

Get Ahead of the Game: Essential Tax Planning Strategies for 2023

VIDEO: July Investment Market Update

Investing sustainably with Brunsdon Financial

Investment markets doing well; time to reconsider your financial situation?

Tax-efficient investing: what it is and why it’s important

Investing for good: are ESG funds right for you?

What Is ESG And What Do I Need to Know?

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